Step-by-Step guide to creating a drop
1. Navigate to drops
- Go to Sales > Drops.
- You will see an overview of all your open/active drops.
2. Create a new drop
- Click "Add new drop" in the top right corner.
- This will open the drop setup overview.
3. Fill in drop details
- Drop name (Required)
- Sort order (Required)
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Ordering period (Optional)
- Set open from and ordering to dates if needed.
- If set, the drop can be automatically deactivated when the ordering period ends.
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Expected delivery date (Optional)
- Set From and To dates to indicate when delivery is expected.
4. Set visibility and restrictions
Determine who can see the drop and apply any relevant buying restrictions:
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Only allow buying what is already in stock
- Orders can only be placed for quantities that are in stock when the order is placed.
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Only allow buying what is made available from production orders
- Orders can be placed based on availability from production orders.
- Used mainly when selling ahead from production orders. (See the Sell Ahead article for more details.)
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Allow buying unlimited
- There is no limit on the order quantity.
- Typically used for preorders.
5. Apply additional limitations (optional)
- You can set further limitations on the drop based on your needs.
6. Save the drop
- Once everything is set up as desired, click "Save".
Archiving a Drop
If you need to archive a drop:
- Go to Sales > Drops and find the drop.
- Click Edit on the drop.
- Find the option "Archived" and enable it.
- Click Save.
The drop will now move to the Archived tab and will no longer be visible.